Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
New York Ny City Transitional Fin Auth Bldg Aid Rev, Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Delaware Mun Elec Corp Elec Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Tristate Capital Holdings, Inc. Pfd	Q3 2021 Filed on Nov 12, 2021	400	N/A
New York Ny City Transitional Fin Auth Bldg Aid Rev, Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Del Valle Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Trinity Bay Tx Consv Dist Util Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New York Ny City Transitional Fin Auth Bldg Aid Rev, Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Trifecta Gold Limited	Q3 2021 Filed on Nov 12, 2021	555	N/A
Deer Park Tx Indpt Sch Dist, LTD Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
New York Ny City Transitional Fin Auth Bldg Aid Rev, Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Jurupa Ca Cmnty Svcs Dist Ctf Partn, Ctf Partn, Sewer Facilities Financing	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Deer Park Tx Indpt Sch Dist, LTD Tax Sch Bldg Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
JBAXY Julius Baer Group LTD Unsponso Financial Services	Q3 2021 Filed on Nov 12, 2021	645	$12.1 - $13.92 $7.8K - $8.98K
Dearborn Mich, Go Swr Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Rev Ref Bds, Mta Bridges And Tunnels	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York Ny City Transitional Fin Auth Bldg Aid Rev, Bldg Aid Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Jp Morgan Chase Financial Company LLC 3 Y Jets Contingent Coupon	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dearborn Mich, Go Swr Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Triborough Brg & Tunl Auth Ny Revs, General Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, 2 Nd Genl Resolution Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dearborn Heights Mich, LTD Tax Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Jpmorgan Chase Financial Company LLC 5 Y S&P 500 Index Accelerated	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds, Mta Bridges And	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Daytona Beach Fl Util Sys Rev, Ref And Impt Rev Bds	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Jpmorgan Chase Financial Company LLC 5 Y S&P 500 Index Absolute Return	Q3 2021 Filed on Nov 12, 2021	750,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds, Mta Bridges And	Q3 2021 Filed on Nov 12, 2021	70,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Daytona Beach Fl Util Sys Rev, Ref And Impt Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Jpmorgan Chase Financial Company LLC 6 Y S&P 500 Index Absolute Return	Q3 2021 Filed on Nov 12, 2021	845,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Davis Cnty Ut Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Jpmorgan Chase Financial Company LLC 4 Y U.S. Equity Autocallable	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Davis Cnty Ia Cmnty Sch Dist Iowa Sch Infrastructure Sales Svcs & Use Tax Rev,	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
JPMPRC Jpmorgan Chase & CO Dep Sh Rep	Q3 2021 Filed on Nov 12, 2021	8,425	N/A
Davis Ca Jt Uni Sch Dist Yolo Cnty, Election 2018 Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	120,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Res Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
JPMPRJ Jpmorgan Chase & CO Dep Shs Rp	Q3 2021 Filed on Nov 12, 2021	7,439	N/A
Davenport Iowa, Go Corp Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
JPMPRK Jpmorgan Chase & CO Repstg 1/4	Q3 2021 Filed on Nov 12, 2021	1,750	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Res Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Dauphin Cnty Pa Genl Auth Health Sys Rev, Rev Bds, Pinnacle Hlth Sys	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Tri Cnty Met Transn Dist Or Rev, Snr Lien Payroll Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.